Oaktree Wealth Services

At Oaktree Wealth Strategies, we specialize in risk minimization as well as wealth and estate planning for business owners, professionals, and families. Our primary focus is to provide insurance-based strategies to enable our clients to manage risk, reduce tax, increase retirement income, and maximize wealth transfer to charities and/or future generations.

Here's who we work with:

Business Owners

Do you run your own business or are you a partner in one? We work with business owners to help them manage risk, minimize tax, and plan for retirement. USAs (shareholders agreements), Key Person insurance, income & sickness protection, tax efficient retirement plans, IPPs, and business succession are a few of the areas we can help with.

Professionals

Are you looking to protect your number one asset (yourself) while planning for a tax efficient retirement? We can help you protect your family and practice against changes to your health and unforeseen life events while also putting in place innovative strategies to plan for retirement and maximize your after tax income.

Families

Would you like to plan for inter-generational wealth transfer and minimize the taxes involved? Are you interested in maximizing your contribution to charity? We focus on strategies to provide comfort, security, flexibility, and tax efficiency in the estate planning process.

Trusted Advisors

Accountants, lawyers, financial advisors – Do you want to provide a comprehensive solution for your clients? We focus on collaborating with the trusted advisor to ensure that their client’s receive a complete solution which considers the overall plan and goals for each client. We bring extensive experience in the insurance and financial planning realms and have access to industry leading experts in our field.